Filed April 23, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $33,412 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,370 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,041 | $65,322+19.5% | $70,449+10.8% | $73,488+6.2% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.8pp |
| Annual return | 12.38% | 15.71%-3.3pp | 109.03%-96.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $3,744 | $2,460+52.2% | $2,737+36.8% | $2,270+64.9% |
| Participant deferral / active EE | $5,703 | $3,375+69.0% | $3,709+53.8% | $3,740+52.5% |
| Admin fee / account holder | $9 | $214-95.7% | $3,845-99.8% | $513-98.2% |